Lyte Sales logoThe Lyte Guide to Outreach Product Releases 2025 Edition
Forecasting feature guide

Opportunity Splits: forecast each rep’s share

Team-sold deals no longer have to count fully toward one rep’s forecast. Splits arrived in beta in May 2025 and was announced as generally available in November.

Shipped May · Nov 2025 RevOpsManagersAdmins

By David Jollie, Founder and Principal Consultant, Lyte Sales · Last updated · Covers Outreach release notes through December 2025

What it actually does

When several reps share credit for a deal in Salesforce, Opportunity Splits lets Outreach’s forecast credit each rep with their share and roll those amounts up.

Each rep’s quota stays the same, and the org total still counts the full deal once.

Who it's for

RevOps, admins and managers forecasting team-sold deals.

Why it matters

Forecasts match how your team actually splits credit.

How it grew in 2025

MAY
Beta for Outreach Forecasting customers.
NOV
Announced as generally available, alongside two-way sync of Salesforce opportunity teams.

How to set it up

  1. Check the prerequisites

    Opportunity Teams set up and syncing, Outreach Forecasting turned on, and Splits enabled in Salesforce.

  2. Ask Outreach to enable it

    Contact Outreach Support to turn it on for your org.

  3. Turn on split forecasting

    Go to Administration › Forecasts on the Forecasting page and turn on Show Forecast based on opportunity split amount and split ownership.

  4. Save and publish

    Click Save, then Save as draft or Publish.

Steps paraphrased from Outreach’s Opportunity Split Ownership-Based Forecasting article. Menu names can change; check them against your org.

Want help with this?

Forecasts that match your comp plan.

Lyte Sales is a certified Outreach Professional Services partner. We set up forecasting, opportunity teams and splits.

Talk to Lyte Sales
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